Amy Cafferelli
Client Success Manager @Fintrx
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WORK HISTORY
Client Success Manager @Fintrx
Boston, MA, US
EDUCATION
Weymouth High School
Diploma
Lasell University
Fashion and retail merchandising, Fashion Merchandising
SKILLS
ABOUT AMY CAFFERELLI
With over two years at FINTRX, my journey from Account Specialist to Onboarding Manager has been shaped by a steadfast commitment to service excellence. Our team has welcomed hundreds of top-tier clients, aiding them in navigating the intricate Family Office and Registered Investment Advisor landscape. In my current role, I leverage my expertise in customer service management to enhance client onboarding experiences. Aligned with FINTRX\'s mission, I strive to deliver seamless transitions, reflecting the company\'s culture of innovation and client dedication.
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